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Financial Services Tax Associate Jobs (NOW HIRING)

Withum

Financial Services Tax Manager

Boca Raton, FL

$135K - $170K/yr

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

Withum

Financial Services Tax Manager

Orlando, FL · On-site

$135K - $170K/yr

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

Withum

Financial Services Tax Manager

Los Angeles, CA

$135K - $170K/yr

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

Withum

Financial Services Tax Manager

San Francisco, CA · On-site

$135K - $170K/yr

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

Regal Executive Search

M&A Tax Associate

Boston, MA · On-site

$63K - $84K/yr

M&A Tax Associate The Transaction Advisory Services Tax Associate is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not ...

Withum

Financial Services Tax Manager

Boston, MA

$135K - $170K/yr

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

TeamJobz

Financial Services

United, PA · On-site

Financial Services can include many positions. We are seeking candidates for the following ... Audit Senior * CPA * Tax Associate * Senior Tax Associate Position * Tax Analyst * Tax Senior ...

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$30K

$69.5K

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How much do financial services tax associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for financial services tax associate in the United States is $69,469.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,500.00 and $78,000.00 per year, depending on experience, location, and employer.

What is the difference between Financial Services Tax Associate vs Tax Analyst?

AspectFinancial Services Tax AssociateTax Analyst
Required CredentialsBachelor's degree in accounting, finance, or related field; CPA or CPA candidate often preferredBachelor's degree in accounting, finance, or related field; CPA or similar certification advantageous
Work EnvironmentFinancial firms, banks, or consulting firms specializing in financial servicesCorporations, accounting firms, or financial institutions handling tax compliance and planning
Employer & Industry UsageCommonly employed in financial services industry, focusing on tax issues specific to financeUsed across various industries, including finance, to analyze and prepare tax reports

The Financial Services Tax Associate and Tax Analyst roles share similar educational backgrounds and certifications, often working in related environments. While the Tax Analyst may have a broader industry scope, the Financial Services Tax Associate specializes in financial sector tax issues, making their roles distinct yet overlapping in skills and responsibilities.

What cities are hiring for Financial Services Tax Associate jobs? Cities with the most Financial Services Tax Associate job openings:
What are the most commonly searched types of Financial Services Tax jobs? The most popular types of Financial Services Tax jobs are:
What states have the most Financial Services Tax Associate jobs? States with the most job openings for Financial Services Tax Associate jobs include:
Financial Services Tax Associate jobs near you
Financial Services Tax Manager

Financial Services Tax Manager

Withum

Boca Raton, FL

$135K - $170K/yr

Other

Posted 16 days ago

Job description

Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!

Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office,you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.

Withum's brand is a reflection of our people, our culture and our strength.We havebecome synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live theWithum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How you'll spend your time:

  • Reviewing returns prepared by tax staff and/or seniors for accuracy
  • Being involved in all aspects of the financial services tax engagements, which includes hedge funds, private equity, venture capital, broker dealers and management companies
  • Researchingand draftingmemorandum involving complex tax matters
  • Identifyingand implementingtax planning opportunities
  • Handlingand resolvingtax controversies
  • Overseeingcomplete tax research projects for a variety of clients and diverse industries
  • Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly
  • Servingin professional development programs as an instructor or discussion leader

Thekinds ofpeoplewewant totalk tohavemany ofthefollowing:

  • Bachelor's Degree in Accounting
  • CPA license, JD or Masters of Science in Taxation is required
  • At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff
  • Excellent analytical and technical tax skills
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment
  • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management
  • Excellent analytical, organizational, project management skills, and strong attention to detail

The compensation for this position will vary by location. If you reside in California, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.
Los Angeles ranges are from $150,000 - $200,000 annually
San Francisco ranges are from $135,000 - $170,000 annually

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WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

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